Cut out the noise.
Hear what matters.
Watch our top story now
I help high net worth families and organizations plan and achieve their financial goals by constructing a tailored portfolio. I believe in a deep and thorough discovery process to understand what is most important to our clients and make recommendations by balancing our clients’ needs against their behavioural biases.
I have been with TD Bank Group for over 7 years and have been working directly with high net worth clients since joining TD Wealth in 2014. I work in partnership with Jeet Dhillon, Vice President and Senior Portfolio Manager, building long-term relationships with individuals, families, corporations, trusts, endowments and foundations. Providing discretionary investment advice our team takes a holistic approach to managing wealth by developing a comprehensive understanding of your overall financial position. We believe your investment portfolio is a piece of your overall wealth plan and it is our responsibility to identify the gaps. A part of our service comprises of our extended team of wealth professionals who can provide you with their expertise in their respective areas including, estate planning, business succession, insurance, tax and philanthropic giving. Together, we cover each aspect of your wealth to help ensure that your wealth is being managed prudently and professionally.
Branch Office: (416) 982-7650
English, Punjabi, Hindi
Our approach to discovery is in-depth – we apply principles of behavioural finance to dig deeper and understand your wealth personality, your goals, your family, and your motivations – because your success can’t be understood with just a set of numbers.
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.